ISKIX Mutual Fund

ISKIX Mutual Fund

NAV$10.93
See how much of ISKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.81%
3 Months
+1.10%
6 Months
+2.60%
YTD
+3.75%
1 Year
+9.41%
3 Years (annualized)
+8.75%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ISKIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+3.75%
Peer Avg (YTD)
+6.99%
vs Peers
-3.24%

ISKIX Mutual Fund Performance

ISKIX performance across multiple time periods: 1-month -0.81%, YTD 3.75%, 1-year 9.41%, 3-year 8.75%, 5-year 3.74%, 10-year 5.23%.

ISKIX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

ISKIX vs another fund shows side-by-side returns. ISKIX alternatives are available in the Mutual Fund Screener.